Objective Vendor Selection
We strip away the sales pitch and evaluate the engineering reality of your next core system.
Choosing a new CRM, portfolio accounting system, or financial planning tool is a multi-year commitment. The cost of migrating data and retraining staff is immense. You cannot afford to make a decision based solely on a polished demo.
Our Evaluation Criteria
We look past the feature checklist and evaluate the foundational architecture:
- API Completeness: Does the vendor have a modern REST or GraphQL API? Can we read and write to all critical objects, or are some features restricted to the UI?
- Data Portability: How difficult is it to get your data out if you decide to leave? We evaluate export limits and bulk-extract capabilities.
- SSO & Identity: Does the platform support SAML or OIDC for Single Sign-On? Security requires centralized identity management.
- Webhooks & Event Driven Architecture: Can the system proactively notify your other tools when data changes, or does it rely on inefficient polling?
The RFP Process
We handle the end-to-end selection process. We gather requirements from your team, build a technical RFP, coordinate vendor responses, and lead the technical evaluation. During demos, we ask the hard questions that sales engineers try to avoid.
Contract Negotiation
We don't negotiate price, but we negotiate the technical SLAs. We ensure your contract includes guarantees around uptime, API rate limits, and data breach notification timelines.